# Playbook · Master DT Terminal > Master DT Terminal, the trading verification platform: plan, trade and review with Edge AI, Backtester sessions and Weekly Focus. The full product tour # Learn. Execute. Assess. Prove. Learn the setup in the backtester, trade it with your broker synced in on Pro, assess every fill with Edge AI, and finish with a record a stranger can check. One terminal, in your browser and on your desktop. MT4 and MT5 sync on Pro Desktop app for Mac and Windows Broker-verified track record Edge AI Coaching · sample Example You took **4 trades** in your first 30 min of [Start Free](https://www.thedtterminal.com/login?signup=true) Written examples. Edge writes yours from your own trades, journals, and pulses. Contents The Loop ## Four pillars. One loop. Most tools stop at recording what happened. DT Terminal runs the whole circuit: practise the setup before it costs you anything, trade it with your broker feeding the journal itself, let Edge AI read the result back to you, and end up with a record that is verified rather than claimed. [Pillar 1](https://www.thedtterminal.com/playbook#review-backtester) ### Learn Practise before it costs you. - Bar by bar backtester on real history - Drill a leak on the instrument and window it showed up in - Strategies, rules and goals Explore Learn [Pillar 2](https://www.thedtterminal.com/playbook#execute-brokers) ### Execute Your journal fills itself. - MT4, MT5, cTrader, TradeLocker, Tradovate and crypto sync - Accounts and prop firm guardrails - Pulses in the moment Explore Execute [Pillar 3](https://www.thedtterminal.com/playbook#review-edge-ai) ### Assess Find what you would miss. - Edge AI reads your own record - Journal, analytics and the Coach - Streaks that survive real life Explore Assess [Pillar 4](https://www.thedtterminal.com/playbook#prove-verification) ### Prove Claimed, or proven. - Synced fills cannot be edited - A track record built from broker data - One link a stranger can check Explore Prove End-to-End Workflows ## Workflow templates Already know what you're doing? Drop into a complete playbook that strings the three pillars together for your trading style. ### [DT Terminal Scalper/Day Trader Playbook](https://www.thedtterminal.com/playbook/scalper-playbook) A repeatable intraday workflow where the broker keeps the record and you keep the discipline 12 min read Intermediate · 8 steps ### [DT Terminal Swing Trader Playbook](https://www.thedtterminal.com/playbook/swing-trader-playbook) A discipline-driven swing workflow where every position lives inside a planned period 9 min read Advanced · 5 steps ### [DT Terminal Pro PlaybookPro](https://www.thedtterminal.com/playbook/dt-journal-pro-playbook) Your full guide to every Pro feature and how it sharpens your edge 6 min read All levels · 4 steps Pillar 1 · Learn ## Backtester A full charting replay environment: pick an instrument, scrub through candles, simulate trades with realistic cost handling, and review the session with Edge when you're done. Built for skill reps, not vanity equity curves. ### Open-ended practice Leave the strategy field empty. Reflection prompts ask about pattern recognition and execution feel. ### Test a saved strategy Link a defined strategy; a pre-session modal asks you to commit to its criteria before bars start moving, and every entry is checked against them. ### Analyse with Edge 2 credits After a session, run a deep AI review: execution quality, rule adherence against a linked strategy, pattern detection, takeaways. Cached on the session so re-opens are free. Pillar 1 · Learn ## Strategies & Brainstorm with Edge A strategy in DT Terminal is a structured playbook for one type of setup: entry criteria, invalidation, instruments, sessions. Link trades to it and every analytics surface lights up with per-strategy performance. ### Build a strategy Trading Lab → Strategies → + New. Add name, description, instruments, if/then entry criteria, the exact invalidation level, session windows, and sizing rules. ### Brainstorm with Edge AI Stuck on a name, criteria, or invalidation line? Open the Brainstorm drawer from the strategy form header. Edge suggests inline rows for each field. Accept what fits, dismiss the rest, keep typing where Edge left off. Built around the gold-ring AI signature so you know exactly what's AI-generated. Pillar 1 · Learn ## Rules, Tags & Instruments Strategies define what to trade; rules define how; tags catalogue what actually happened. Together they turn a pile of trades into a searchable system. ### Trading Rules Document non-negotiables: "Never risk more than 1%", "No trading in the first 5 min of NY", "Always set a stop before entry". Rules can render as a pre-trade checklist and be flagged as violated on any trade, so violation patterns surface in Analytics. ### Tags Setup tags (Breakout, Pullback), mistake tags (FOMO, Revenge), session tags (London, NY Open), emotion tags (Confident, Anxious). Free: 15 tags total, 3 per trade. Pro: unlimited. ### Instruments Manage symbols in your trade-form dropdown. Instrument metadata also powers per-instrument tick sizes and the Backtester's spread-aware default-cost suggestions across ES, NQ, US500, US30, VIX, futures, and the major FX pairs. Pillar 1 · Learn ## Goals Set monthly targets for the behaviours that actually compound: journaling consistency, rule adherence, post-trade reflection. P&L goals work too, but process goals survive a losing week. ### Process goals Journal every trading day, reflect on every losing trade, follow your rules. ### Performance goals Win rate, profit factor, average R, or net P&L over a period. ### Learning goals Master one new setup, reduce one mistake type, finish a stretch of clean sessions. Pillar 2 · Execute ## Brokers & Auto-Sync Connect where you trade, once, and every fill arrives on its own with entry, exit, size and fees intact. This is what turns a journal you have to remember to keep into one that keeps itself. ### Connect once, then stop typing MT4, MT5, cTrader, TradeLocker, Tradovate and supported crypto exchanges. 418+ brokers and prop firms are listed by name, any other MT4 or MT5 broker connects the same way, and a statement or screenshot covers the rest. Free verifies one account that is not MT4 or MT5, on your passport; Pro verifies MT4 and MT5 too and syncs every account into your journal. ### Read-only, always The connection can read your trade history and nothing else. It cannot place an order, move a stop, or touch your money. ### It reaches back two years MetaTrader 5 hands over two years of history, so connecting is not a fresh start. The record you already have comes with you. ### A connection gets its own account Synced trades land in an account of their own instead of mixing into one you have been journalling by hand, which is what stops the same trade being counted twice. ### Journal Import brings your writing with you Already logged those trades by hand? Your screenshots, notes, tags and review move onto the synced copies and the hand-typed originals retire. One click finishes the move, and it stays reversible for 30 days. ### Duplicates are held back, not inserted When a synced trade looks like one you already logged, it waits for you to decide rather than quietly landing twice. ### Comparing brokers is free Every firm we support is written up with spreads, funding, platforms and payout terms, and you can read all of it without an account. Verifying one account that is not MT4 or MT5 is free too. Syncing into your journal is the Pro part. Pillar 2 · Execute ## Trade Logging Logging is fast on purpose. Friction belongs in review, not capture. Whatever path you use, every trade lands in the unified Trade Log with the same fields and the same review surface. ### Manual Press T or + New Trade. Symbol, Entry, Exit, Size required. Everything else optional: SL/TP, notes, screenshots, reflection, strategy, tags, rules-violated. ### Screenshot → Edge Paste a chart screenshot. Edge parses entry/exit/size and pre-fills the form. Paste a broker statement and Edge batch-logs every trade. ### CSV / HTML import More than a dozen platforms and prop firms, including Tradovate, NinjaTrader, MT4/5, Exness, WealthCharts and Binance XLSX, plus a Generic CSV template that covers cTrader, TradingView and anything else that exports rows. Duplicates auto-skipped. NinjaTrader trademark disclosure NinjaTrader® is a registered trademark of NinjaTrader Group, LLC. No NinjaTrader company has any affiliation with the owner, developer, or provider of the products or services described herein, or any interest, ownership or otherwise, in any such product or service, or endorses, recommends or approves any such product or service. Pillar 2 · Execute ## Accounts & Prop Rules Every book you trade, kept apart, with balances that stay honest and challenge rules that hold you to them. ### Balances that don't lie Deposits, withdrawals and payouts are recorded as their own thing rather than folded into profit, so growth from trading and growth from funding never get confused. ### Your firm's actual program Pick the firm and the program, and the daily loss limit, maximum drawdown and target come with it. Trailing and static drawdown are different rules, and the card tells you which one you are on. ### The challenge ladder One, two or three phases, then Funded. Advance a phase and the rules for the next one load themselves. ### Break-even tracker On a funded account, a tracker sits beside the rules showing how far you are from earning the evaluation fee back. ### A guardrail, not a lock DT Terminal will warn you as you approach a limit. It cannot stop you trading and it is not a substitute for your firm's own dashboard, which remains the thing that decides whether you passed. Pillar 2 · Execute ## Pulses Pulses are your real-time emotional record: what you were thinking and feeling before you knew the outcome. Hindsight bias wrecks reviews; pulses are the antidote. ### How to use Press P anywhere. 1-3 sentences. Optionally attach a screenshot or link an open trade. Tag emotions on Pro to surface cross-period patterns. ### Where they appear Auto-attached to that day's journal, linked to active Structured Analysis periods, visible on the trade detail view when linked to a trade. #### Limits Free: 3 pulses per day. Pro: unlimited pulses plus Pulse Tags. Pillar 3 · Assess ## Edge AI: your trading coach Edge AI is a coach, not an oracle. It reads your trades, pulses, journals, strategies, and sessions, then asks the questions you'd ask yourself if you weren't tired. Look for the rotating gold ring: that's the visual signature for 'this is an AI action' across the entire app. ### Ask Edge: context-aware buttons On individual trades, strategies, sessions, and reflections you'll find an Ask Edge button. Edge automatically loads the right context. No need to copy-paste anything. ### Reflect with Edge On any closed trade, draft a post-trade reflection in seconds. Edge reads the trade, your strategy, your rules, and your pulses, then writes a draft you can edit before saving. ### Screenshot → Trade Drop a chart screenshot into the Edge dropzone. Entry/exit/size parsed automatically. Drop a broker statement and Edge batch-imports multiple trades at once. ### What Edge Knows Settings → What Edge Knows is your profile as Edge reads it. Your record fills in style, instruments, sessions and accounts; you add experience, your next 90 days, your biggest leak and how you want to be coached. Edge weaves this into every reply. #### Credits & limits Plain chat is metered in messages. Deeper actions (Analyse-with-Edge, batch import, deep reviews) cost credits. Free: 20 messages/month + 10 starter credits. Pro: unlimited chat + 100 credits/month. Credit packs from $10. Pillar 3 · Assess ## Journal & Analysis Two complementary layers: Daily Journal captures one trading day, Structured Analysis captures a defined period (a week, a month, a strategy test). Both auto-link to your trades and pulses for that window. ### One daily journal Before, During and After phases: Pre-Market Plan, Market Outlook, Intraday Check-ins, Post-Market Reflection. Fill in the phases you actually use. Free on every plan. ### Write it your way Rich text inside every phase: sections, screenshots, slash commands (/link-trade). A partial entry is still a real entry. ### Structured Analysis periods A container for a weekly/monthly/custom window. Define market bias, key levels, invalidation, and per-instrument notes. Pulses, trades, and daily journals from that window auto-link in. End-of-period review unlocks when the period ends: extract one keep, one cut, one improvement for next time. Pro adds the Timeline view and the Guided Review. Pillar 3 · Assess ## Analytics All metrics derived from your trade log. Filter by account, tag, strategy, or date range to slice anything. PnL display respects your chosen mode ($, %, R, or hidden) everywhere. ### Performance overview Net P&L, win rate, profit factor, average R, expectancy. Equity curve and max drawdown. ### Time-based insights Hour-of-day performance to spot high-edge windows. Day-of-week breakdown. Monthly/weekly comparisons. Calendar heatmap. ### Filters Pro Account filter (Pro). Tag + strategy filters. Combine filters to drill into one behaviour. ### Duration insights Holding-time analysis and the correlation between duration and profitability. Surfaces overtrading and exit-too-early tendencies. Pillar 3 · Assess ## Coach & Reports You don't need more data. You need the one signal worth acting on this week. The Coach raises it along the bottom of your screen, and the weekly report gives you the longer recap on whichever day you pick. ### The Coach A drawer along the bottom of the screen that reads how your recent trading is going and says what to change: a slipping win rate, gains handed back, broken risk rules, unreviewed trades, unjournalled days. It is a fixed set of rules, not AI, so it never invents a recommendation. Free for all users, no credits. ### Weekly Report email The prior week in one report: net P&L, win rate, the equity curve, P&L by weekday, activity and goal progress, with deltas against the week before. Pick the day and time it lands in Settings, or switch it off. Free on every plan; the in-app Monthly tab is Pro. ### Pre-Market Briefing Morning context loaded automatically: overnight news, macro events for the day, notable instruments to watch. Plan starts from current context, not yesterday's narrative. Pillar 3 · Assess ## Streaks & Freezes The logging streak rewards consistency, not perfection. Show up every trading day with a journal entry, a pulse, or a logged real trade. Earned freezes protect the streak across travel and sick days so one missed entry doesn't undo a month of discipline. ### What counts as a streak day Logging a trade, writing a Daily Journal, adding a Pulse, ending a backtest session, or burning a freeze. Any one of them is enough. ### Earning freezes Freezes accumulate as you hit streak milestones. They sit waiting until you need them: travel, vacation, sick days, or just one of those days. A celebration modal acknowledges the milestone with animated flame keyframes. ### Retroactive recovery Broke your streak by accident? If you have freezes available, the streak badge offers one-tap retroactive recovery. It applies a freeze to the broken day and resumes the streak without restarting from zero. ### Smart reminders Hourly streak-reminder emails for at-risk streaks. If a streak does break and you have a freeze banked, a separate notification tells you how to spend it and pick the streak back up. Daily reminders only fire if you haven't logged anything yet. Pillar 4 · Prove ## Get Verified Every other journal takes your word for it. Here, a number pulled from your broker is marked differently from a number you typed, and the difference is visible to anyone you show it to. ### Unverified Where every journal starts: your word, on your own record. Nothing wrong with it. It just isn't proof. ### Demo, synced A demo account is connected and syncing. Real trades, nothing at stake, so it does not count toward a verified record. ### Broker-verified, or firm-verified A live account, synced. The prices, sizes and times came from the broker, and the app will not let you edit them. That refusal is the whole point. ### Payout-verified A confirmed payout from your firm. The strongest proof there is, because you were paid real money and the firm agrees you were. ### There is no Claim Verified button Verification is not something you assert. It follows from the connection: link a live account, and the trades that arrive through it are verified on arrival. ### One typed trade costs the whole figure A verified account stops accepting hand-logged trades, because a single typed row would make every number beside it unprovable. Keep a hand-logged account alongside it if you want one. ### Your track record, on one link Recent form and career form are different questions, so your record answers both: a 30-day window and all-time, verified only or everything, grouped by the kind of account it came from. The Terminal ## The desktop app DT Terminal runs in a browser and always will. That is where you sign in, log your first trade and keep journalling. The desktop app for macOS and Windows exists for the handful of things a browser tab structurally cannot do. ### Spread it across your monitors Drag a tab out of the strip, or right-click and choose Open in New Window, and it moves onto whichever screen you drop it on with its unsaved work intact. Your window layout is saved and comes back the way you left it. ### Linked charts Pop a chart into its own window and turn on Link. Symbol, timeframe and crosshair follow each other across every linked window, so one instrument stays in step on all of them. A browser can open a second tab, but it cannot hand one window's chart the other window's crosshair. ### Real ticks, not a sample Desktop pulls candle and tick history on your own machine rather than through a shared server. Deeper history, and in the backtester real ticks decide the outcome when a single bar held both your stop and your target. ### The full multi-instrument backtester Multi-pane sessions across several instruments at once, running on local data instead of a sampled feed. The same backtester you already know, without the ceiling on how much of it you can run. ### Updates install themselves The app updates quietly in the background, and you can force a check any time from Check for Updates in the menu bar. ### Getting it macOS 11 or later, Windows 10 or later. Sign in with the account you already have and everything you have set up is waiting. Links that point into DT Terminal open the app once it is installed. ### Plans and payment stay on the web Upgrading, changing a card, invoices and cancelling all happen on the website. The desktop app opens your browser for them rather than handling money in a window of its own. The Terminal ## Offline Mode DT Terminal mirrors your data to a local IndexedDB snapshot so you can keep reading and writing when your connection drops: on a plane, in a basement office, at a coffee shop with a flaky network. ### Offline reads still work Recent trades, journals, pulses, and strategies are served from IndexedDB. A top-of-page banner tells you you're offline. ### Pending Sync drawer Writes attempted while offline queue in a dedicated drawer so you know exactly what's pending. Auto-flushes when you reconnect. On sign-out, local snapshots are wiped so a shared device doesn’t leak data between accounts. The Terminal ## Keyboard Shortcuts Single-key shortcuts only fire on main tabs (not while typing in forms). `Space` Command Palette `T` New Trade `J` New Journal Entry `R` New Reflection `P` Add Pulse `/` Slash Commands (in editors) `Esc` Close Modal / Form Reference ## Free vs Pro DT Terminal works on Free, and that includes verifying one broker account. Pro verifies MT4 and MT5, syncs your brokers into the journal, and adds unlimited AI chat, unlimited backtesting, multiple accounts and the rest of the depth tools. ### Free Always free. Forever. - Verify one broker account (not MT4/MT5) on your passport - Unlimited manual trade logging - 20 Edge AI messages / month + 10 starter credits - 3 pulses per day - 15 tags total, 3 per trade - 1 trading account - The full daily journal and the Coach - Weekly reports, in the app and by email - 50 trades per import batch Most complete ### Pro $24/mo · $199/yr - Everything in Free, plus: - MT4/MT5 verification and broker sync into your journal - Unlimited Edge AI chat + 100 credits / month - Unlimited Backtester sessions and instruments - Unlimited pulses + Pulse Tags - Unlimited tags & strategies - Multiple trading accounts - Structured Analysis timeline and Guided Review - Monthly reports - Unlimited imports per batch Credit packs available for heavier AI use: Starter $10 (100cr), Growth $20 (250cr), Power $30 (600cr). ## Trade with a coach in your corner. A verified record, Edge AI, the Backtester and Streaks. Everything in this guide is one signup away. Free forever. Pro when you want depth. The free plan needs no card · 14-day Pro trial on the annual plan --- This is the Markdown version of https://www.thedtterminal.com/playbook. [Home](https://www.thedtterminal.com/) · [Verification](https://www.thedtterminal.com/verification) · [Pricing](https://www.thedtterminal.com/pricing) · [Supported brokers](https://www.thedtterminal.com/supported-brokers) · [Rankings](https://www.thedtterminal.com/rankings) · [About](https://www.thedtterminal.com/about) · [llms.txt](https://www.thedtterminal.com/llms.txt)